John Ryan is a Series 66-licensed advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC. He has also been involved with Marquardt Switches Inc. for over two decades. Additionally, John serves as a vendor for the Manufacturers Association of Central New York. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Stefano Selenu is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Edward Jones for three years and owns Chef Services of New York Inc. in Syracuse, where he serves as owner, president, and chef. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephanie Garlock is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with LPL Financial and has held roles at Securities & Investment Advisors and Cadaret, Grant & Co., Inc. since 2008. In addition to her advisory work, she is involved in tax preparation and accounting services and is a notary. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisors. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, third-party research, and advanced technologies to support discretionary and non-discretionary management strategies.

Gregory Foster is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. He previously worked at BNY Mellon for 13 years before joining Equitable Advisors in 2020. Outside of his advisory role, he serves as the executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Michael Corona is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he co-owns AC Squared Management LLC and C3MF Developers LLC with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Nancy Collins is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation. Prior to joining RBC in 2026, she worked at UBS Financial Services Inc. for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Frank Arkinson is a CFP® with 38 years of experience in the financial industry. He has been with RBC Capital Markets since 2002. Outside of his advisory work, he serves on the board of directors for a scholarship organization, holds a secretary role at a charity foundation, and is a committee member at a local church in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Jessica Fontaine is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at City National Bank, Cadaret Grant & Co., Inc., T Rowe Price, and AXA Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside a range of portfolio management and financial planning services.

Laurence Schnall is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret Grant & Co., Inc. and Key Investment Services LLC. Schnall is involved with Meridian Wealth Management in East Syracuse, NY, where he participates in activities related to non-variable insurance and serves as an investment related representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, incorporating discretionary and non-discretionary management along with research-driven model portfolios and alternative strategies.

Matthew Clark is a financial advisor with Edward Jones in Dewitt, NY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Parish Petro Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Michael Sidello is a financial advisor with LPL Financial in Manlius, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cadaret, Grant & Co., Inc. from 2012 to 2018, while also operating Sidello Associates since 2012. Outside of his advisory work, Sidello is involved in music and owns the entertainment-related business UpForLive Music.com, as well as a nonprofit organization, YourVoiceBeHeard.org. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to proprietary and third-party model portfolios and employs various investment strategies supported by research and technology.

James Sleeper is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include 14 years at Cadaret, Grant & Co., Inc., and over three decades at Capital Strategy Group Ltd. Sleeper is also involved with JBS Asset Management LLC, an entity related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Michael Carroll is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements client strategies through in-house and third-party investment managers, providing options for tax management, responsible investing, and alternative investments.

Peter Grifo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Prudential Sponsored Non-Variable Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party management, and an integrated platform that includes insurance products and collateralized lending programs.

Paul Rubacka is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines in East Syracuse, NY. He has been with the firm since 2016, including Financial Engines Advisors L.L.C. and its affiliate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Ryan Smith is a financial advisor with RBC Capital Markets in Syracuse, NY, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and utilizes a combination of in-house and third-party investment managers, incorporating options such as tax management and responsible investing.

Courtney Arria is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2006. She holds a Series 63 license and operates out of East Syracuse, NY. She is also named as executor of her husband’s estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Carol Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Matthew Crossman is a financial advisor at Ameriprise with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he provides notary services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

Carla Palamone is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.